Gettry Marcus Announces Major Expansion to Consulting Practice Group

Lee Ferber

Lee Ferber

Woodbury, N.Y.-based Gettry Marcus CPA (FY16 net revenue of $21.7 million) announced the expansion of their Business Advisory Services Group.

The Business Advisory Group, spearheaded by partner Lee Ferber, works collaboratively with business owners and their management teams to develop and implement strategic initiatives to increase growth and profitability, as well as improve business performance. Gettry Marcus’ expertise, approach and in-house resources allows their advisors to work with clients to develop, facilitate and implement strategic business plans that are essential to achieving long-term business goals.

“As we listened to our clients’ needs, we determined that it was imperative to expand our Business Advisory services,” says Steven Marcus, MP. “The Business Advisory Service Group continues to build value for our existing clients and attract new clients as we forge deeper relationships.”

The Business Advisory Group will be offering complimentary quarterly webinars to help businesses better understand the tools they can use to achieve success.

Barnes Dennig Appoints Two to Principal

Stephanie Derbin

Stephanie Derbin

Cincinnati-based Barnes Dennig & Co. (FY16 net revenue of $19.1 million) has appointed Stephanie Derbin and Anges Spoelker to principal.

Derbin has more than 10 years of public accounting experience with the tax needs of privately held companies. This allows her to provide insight and expert advice to the firm’s clients. In addition, she leads one of Barnes Dennig’s cross-functional client service teams.

Anges Spoelker

Anges Spoelker

As a Tax Principal, Spoelker’s concentration is with high net worth individuals providing tax and consulting services. She has extensive experience in tax advisory services with a concentration in construction and real estate industries. Agnes has worked on engagements with large, multi-national corporations, middle-market companies, family businesses and small businesses in her 25+ year public accounting career.

Moore Colson Promotes Nine Senior Managers to Directors

Moore Colson (FY16 net revenue of $21.7 million) of Marietta, Ga., announced that nine senior managers have been admitted to newly created roles of tax director and business assurance director. The professionals receiving this promotion include Steven Bailey, business assurance director; Adam Bateman, tax director; Kelly Bird-Keith, business assurance director; Billy Boyd, business assurance director; Jim Caylor, business assurance director; Christopher Fagan, business assurance director; Candace Jackson, business assurance director; Marcia Nally, tax director; and Jon Powell, IT/risk advisory & compliance services director.

Bailey joined the firm in 2010 with experience in leading audit and assurance engagements primarily within the manufacturing, distribution, construction, transportation, software, technology and health care industries. He provides financial analysis and fraud consulting services, in addition to internal control consulting services and corporate Sarbanes-Oxley (SOX) compliance audits.

Bateman started his career with Moore Colson nearly 12 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the new director role. Bateman’s professional background in public accounting includes serving clients in the construction, real estate, transportation, private equity, manufacturing, retail, and financial services industries.

Bird-Keith joined Moore Colson in 2011 and has held several roles within the firm, advancing from senior associate with progressive promotions to the new director role. Bird-Keith’s professional background in public accounting includes serving clients in the real estate, financial institution, health care and medical technology industries.

Boyd joined the firm in 2005 and has experience in multiple industries including construction, distribution, manufacturing, retail, service and private equity. Along with performing audit and assurance engagements, he also serves several public companies through internal audit outsourcing and with SOX implementation and compliance. Boyd is also involved in the firm’s transaction advisory services, where he performs buy-side due diligence.

Caylor joined the firm in 2017 with extensive accounting, consulting and financial management experience. Caylor’s background includes leading audit and due diligence consulting engagements while serving clients in the commercial real estate, construction, hospitality, professional services and health care industries. He also specializes in audits of employee benefit plans, due diligence for initial public offerings (IPO), GAAP, SEC and International Reporting Standards (IFRS).

Fagan joined Moore Colson in 2013 with experience working with clients in a variety of industries, including manufacturing, distribution, health care, retail, food processing, directional drilling, and logistics and transportation. He serves as an advisor to clients in many areas including private equity funds, investors, debt financing diligence and advisory projects focused on inventory valuation and controls, consulting, assurance and transaction services. He also spearheads the business management operations of the firm’s entertainment clients.

Jackson started her career with Moore Colson 11 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the director role. Jackson serves as a practice area leader in the firm’s Employee Benefit Plan Practice and serves clients in a variety of industries including transportation, distribution and professional services.

Nally started her career at the firm in 2015 and has extensive experience serving multi-tiered office and residential real estate partnerships. In addition, Nally has served clients in the manufacturing, retail, services and private equity industries. Her primary focus is on tax compliance and planning services for closely-held businesses and their owners in the real estate industry.

Powell started his career with Moore Colson 12 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the director position. Powell’s background includes leading SOX initiatives, internal audit co-sourcing partnerships, SOC audits and other compliance engagements.

In their new roles, the directors will be further focused on the development and mentoring of managers and staff in addition to enabling the firm’s continued growth through its deep industry niches. This newly-created role is not only the next step in the journey to partnership but also a recognition of technical expertise and leadership.

“Moore Colson has followed a different model from the start,” says Moore Colson’s MP Bert Mills. “Our corporate model structure puts the client at the center of everything we do, and our unique career progression is an extension of this strategy. The creation of this new role at the firm provides us with the opportunity to advance Moore Colson’s next generation of leaders while giving our clients access to our entire team of experts.”

VonLehman Names Bird Director of Human Resources Consulting

Deirdre Bird

Deirdre Bird

Fort Wright, Ky.-based VonLehman & Company (FY16 net revenue of $25 million) announced that Deirdre Bird was promoted to director of Human Resources Consulting. As Director, she will lead a team of five consultants specialized in providing HR management and consulting solutions for clients, including talent acquisition and retention strategies, HR strategic planning and succession services, compensation design, and transformation and organizational design consulting.

“VonLehman is committed to supporting our regional businesses, and human resources consulting services present a tremendous opportunity for us to contribute to the growth of the Tri-State economy,” says Brian Malthouse, president of VonLehman. “In three years at VonLehman, Deirdre has been a catalyst for growth through her visionary leadership, strategic market analysis, and exceptional client care. Her dedication to the firm and commitment to the industry makes her the obvious choice to lead our Human Resources Consulting Group.”

Bird has more than 20 years of experience providing human resources and management consultation for local companies including: Western & Southern Financial Group, The Cincinnati Enquirer and Gannett Co. Inc.

“VonLehman’s HR Consulting practice has thrived in recent years. I’m excited to lead such an amazing team that will continue to provide great client service,” says Bird. “I’m a firm believer that highly engaged employees make the customer experience. The demand for organization, talent and transformation services across all industries – primarily, construction and real estate, manufacturing and distribution, and nonprofits – is at an all-time high. More companies are realizing that growth is achieved through investments in their people, and we’re happy to be a part of influencing their success.”

Lurie Acquires Hagen Palen & Co

Lurie LLP (FY17 net revenue of $28 million) of Minneapolis acquired Hagen Palen & Co., of Fort Myers, Fla.

“Over the past 78 years, we have been strategic about our firm’s growth and identifying opportunities that position us properly for the future,” says Beth Kieffer Leonard, Lurie MP. “This expansion of our geographic footprint allows us to continue to provide great service to our clients in this region along with the clients of Hagen Palen that they have served for years.”

“As a result of this combination, our combined practice will have access to a larger pool of technical skills in tax planning, accounting and auditing, as well as additional business management, financial and consulting services,” says Jim Hagen of Hagen Palen.

“We have a shared focus in delivering the highest level of personalized service and professionalism to our clients. With the addition of Lurie’s depth of service and expertise, we are now able to better serve our client’s growing needs and future growth opportunities,” says Howard Palen of Hagen Palen.

Briggs & Veselka Expands Risk Advisory Practice

Sonny Brandtner

Sonny Brandtner

Houston-based Briggs & Veselka (FY16 net revenue of $35.4 million) welcomed Sonny Brandtner as senior director in the risk advisory practice. Brandtner has more than 30 years’ experience in industry and in public accounting, providing internal audit, risk advisory and process improvement consulting experience in the energy, health care, restaurant and financial services industries.

“The firm’s market reputation is first rate among clients and referral sources, and it was a pleasant surprise over the course of our conversations with leadership to hear not only the size of the firm, but the scope of services that in my opinion, rival any regional firm,” says Brandtner.

“As the firm expands its value-added services to help our growing clients address and navigate through new and different risks, Sonny will be a valued resource in helping solve – or avoid – the issues oftentimes associated with growth,” says Sheila Enriquez, leader of the advisory practice.

“His presence will help expand our evolving internal audit, SOX, and routine accounting processes through use of robotic process automation. And Sonny’s deep experience in all four segments of the energy value chain will provide a valuable resource to our energy clients, as well as other OFS, upstream, midstream and downstream companies in the region.”

Barnes Dennig Names New Managing Director

Jay Rammes

Jay Rammes

Cincinnati-based Barnes Dennig & Co. (FY16 net revenue of $19.1 million) named Jay Rammes as managing director, effective Sept. 1.

Rammes succeeds his mentor and co-worker of 24 years, Steve Hube, who will continue as a director with the firm serving clients through June 30, 2019.

“In this business you need to be both knowledgeable and committed to care about your clients, and Steve has created an incredible legacy doing just that,” says Rammes.

Rammes has five years of service on the firm’s executive committee and more than 10 years of leadership of the firm’s human resource committee.

“Jay understands how forward-thinking CPA firms need to embrace a culture of innovation to challenge the status quo daily,” says Hube.

Dean Dorton Launches IGNITE Leadership Conference

Lexington, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $27.3 million) launched IGNITE Leadership Conference, a two-day program for accounting students.

IGNITE will be held on July 19-20 in Lexington. Accounting students will have the opportunity to gain hands-on experience through a case study simulation, learn CPA exam tips and tricks, meet Dean Dorton team members, and learn the firm’s services and industry expertise.

“There’s so much to learn as students begin to plan for their careers and set a course for success,” says David Bundy, president and CEO. “At IGNITE, students will gain knowledge and leadership skills from hands-on activities, get to know some of the best and brightest young professionals in the accounting industry, hear from leaders in the field, and walk away with a deeper understanding of how they can become true business advisors and forge their unique individual career path.”

Eligibility requirements include a minimum 3.0 GPA, an interest in a public accounting career, and involvement with on-campus activities and community service organizations.

Accounting students can learn more and apply here. Applications close on April 27.

Lane Gorman Trubitt Admits New Principal

Lucas LaChance

Lucas LaChance

Lane Gorman Trubitt (FY16 net revenue of $20.1 million) of Dallas admitted Lucas LaChance to principal. LaChance, who has been a leader at LDT for more than a decade, heads the practice growth department.

LaChance joined in 2007 as a staff in the assurance services department and specializes in the nonprofit and construction industries for several years on the accounting side before transitioning into a more business development focused role.

“Lucas brings a wealth of talent across the industries critical to our firm’s long-term success. Inviting a new principal into the firm represents a significant investment of time and trust between all of the firm leaders,” says MP Lee Ann Collins.

REDW’s Allen Elected Board Chair of Arizona Society of CPAs

Mike Allen

Mike Allen

Mike Allen, principal at Albuquerque, N.M.-based REDW LLC (FY16 net revenue of $27.5 million), has been elected board chair of the Arizona Society of CPAs for the 2018-2019 term, effective May 1.

Allen currently holds the title of chair-elect and previously served as the board’s secretary and treasurer, as well as on the association’s nominating committee, executive committee, investment committee and foundation board.

Allen’s stated vision for the coming year is “to build on the great work of previous ASCPA chairs in advancing the cause of all CPAs in Arizona, and to enhance the success of our members through education, advocacy and increasing the value of the CPA.”

Allen heads REDW’s audit and assurance department. He has experience with strategic planning, organizational development, and financial and operations management, working to promote his clients’ success through the direction expansion of their core business activities and products, as well as the proactive management of their operations and relationships.

Prior to joining REDW in 2011, Allen spent 15 years as the COO, CFO and member of RAM Holdings. In the 1980s and 1990s, Allen was a partner and director of Erickson Allen, a public accounting firm that he helped grow from a start-up operation to a multi-million-dollar business.